AWM
RSPG icon

Accurate Wealth Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Accurate Wealth Management’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$36.7K – 1177
2022
Q4 		$36.7K Buy
+500
New +$36.7K 0.01% 531

Other funds holding RSPG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Accurate Wealth Management's RSPG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2023, closing a stake of 500 shares — an estimated $36.7K sold.

Accurate Wealth Management first reported a position in RSPG in Q4 2022 and held it in 1 quarter. The position peaked at $36.7K in Q4 2022. 128 funds tracked by Wall St. Rank hold RSPG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 500 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2023, an estimated $36.7K.
  • Accurate Wealth Management first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco S&P 500 Equal Weight Energy ETF position peaked at $36.7K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.